Client Relationship Specialist

JPMorgan Chase & Co.; Westerly (RI); On-site; USD 43,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Westerly, RI is seeking an Associate Relationship Banker to welcome clients and deliver tailored financial solutions in our branch.

You will help clients choose banking products and navigate digital tools, while building trusted relationships through attentive, knowledgeable service. This role requires strong communication, a client-first mindset, and the ability to work weekend hours.

Qualifications

• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Engage in clear, polite, consultative communication to help clients and build trust – ask questions and listen to understand, anticipate their needs.
• Assist walk-in and scheduled clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Customer service

Communication

Sales experience

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Westerly, RI is seeking an Associate Relationship Banker to welcome clients and deliver tailored financial solutions in our branch.

You will help clients choose banking products and navigate digital tools, while building trusted relationships through attentive, knowledgeable service. This role requires strong communication, a client-first mindset, and the ability to work weekend hours.